How wedding planners operate
Wedding planners manage couples across 12-18 month engagements with 10-15 vendors per wedding. Typical tools: Aisle Planner, HoneyBook, Dubsado — wedding-specific planning platforms with their own tradeoffs.
Common challenges we see
- Couple communication spans texts, emails, and DMs across channels
- Vendor coordination across many vendors per event is tedious
- Wedding day timelines circulate as emailed Word docs
- Budget tracking for couples is manual
- Post-wedding referral capture is inconsistent
How KamoCRM applies to Wedding Planners
KamoCRM unifies couple and vendor records. Documents hold proposals and timelines. Stripe handles deposits and payment schedules. AI assistant answers couple FAQs from your wedding-planning knowledge base.
What's included in every KamoCRM deployment
The same unified platform powers every industry. Listed below is what's actually built today.
CRM & Sales
The relationship core, adaptable to your deal flow.
- Leads, contacts, and account management
- Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
- Imports, exports, and de-duplication
- Sales analytics and lead reporting
Communications
Calls, video, messaging, email — unified on customer records.
- RingCentral integration for business phone and SMS
- Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
- Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
- Real-time team messaging with presence
- Calendar sync via CalDAV
Documents & Knowledge
Work together on documents, capture institutional knowledge, and put AI on top.
- Real-time collaborative document editing
- Secure file storage (MinIO) and media library
- Knowledge base with approval workflows
- Version control and history
AI
An assistant grounded in your knowledge base, not a generic chatbot.
- AI chat assistant
- RAG-powered semantic search across your knowledge base and data
- Predictive insights and recommendations
Admin, White-Label & Security
Multi-tenant from day one, with your brand on every surface.
- Multi-tenant organizations with department and team management
- Role-based access control (RBAC)
- Single sign-on: Google, Microsoft, Apple
- Full white-label branding (logo, colors, domains, email)
- Per-organization feature toggles
- End-to-end encryption on video and data at rest
- SOC 2 and GDPR aligned; 99.9% uptime SLA
- Kubernetes-native (RKE2) on CockroachDB
Billing & Commerce
Billing for customers who resell or charge through the platform.
- Stripe billing integration
- Subscription and one-time charge handling
- Commerce and market pipelines
Industry-specific features for wedding planners — available via request
These aren't built natively today. Our feature request system lets you vote on priorities, sponsor custom development, or get them built for your deployment.
- Couple portal with wedding dashboard and budget tracker
- Vendor management hub with preferred-vendor lists
- Wedding timeline with mobile vendor access
- Multi-payment schedule billing
- Full/partial/day-of service tier workflows
- Destination wedding logistics
Questions about KamoCRM for wedding planners
See KamoCRM for Wedding Planners
Start free on the unified platform. Request the industry-specific features you need on top.